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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
651
SC&H Financial Advisors
Maryland
$1.73M +$2.91K +13 +0.2%
SMCM
652
Sky-Mountain Capital Management
Idaho
$1.72M +$16.5K +74 +0.9%
EF
653
Empowered Funds
Pennsylvania
$1.71M +$1.76M +7,866 New
FFN
654
Focus Financial Network
Minnesota
$1.7M +$42.9K +192 +3%
KA
655
Klingman & Associates
New York
$1.7M -$42.9K -192 -2%
CCA
656
Clarity Capital Advisors
Florida
$1.7M +$12.5K +56 +0.7%
MSWM
657
McGlone Suttner Wealth Management
Wisconsin
$1.7M – – –
MGWA
658
Monument Group Wealth Advisors
Massachusetts
$1.67M -$21.7K -97 -1%
3AM
659
3EDGE Asset Management
Florida
$1.65M +$115K +514 +7%
AW
660
Alteri Wealth
California
$1.65M -$894 -4 -0.1%
PCA
661
Prosperity Capital Advisors
Ohio
$1.64M +$315K +1,409 +23%
IWC
662
Infinity Wealth Counsel
Ohio
$1.63M +$3.35K +15 +0.2%
MFF
663
Michels Family Financial
Texas
$1.63M +$31.1K +139 +2%
RFS
664
Richardson Financial Services
Massachusetts
$1.63M -$43.4K -194 -3%
CPCM
665
Cardinal Point Capital Management
Ontario, Canada
$1.63M +$1.68M +7,495 New
BF
666
BOK Financial
Oklahoma
$1.63M -$63.5K -284 -4%
XT
667
XTX Topco
Cayman Islands
$1.63M +$1.67M +7,480 New
BWM
668
BigSur Wealth Management
Florida
$1.62M – – –
HR
669
Hardy Reed
Mississippi
$1.62M – – –
TC
670
Trilogy Capital
California
$1.61M +$181K +808 +12%
BEAM
671
Baker Ellis Asset Management
Washington
$1.61M +$6.93K +31 +0.4%
TW
672
TritonPoint Wealth
Maryland
$1.61M -$233K -1,043 -12%
AC
673
AlphaCore Capital
California
$1.61M -$563K -2,517 -25%
BRWA
674
B. Riley Wealth Advisors
Florida
$1.59M -$215K -960 -11%
FTUS
675
Flow Traders U.S.
New York
$1.57M +$1.62M +7,250 New
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